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2012 EDUCATIONAL BOOK - American Society of Clinical Oncology

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The Future <strong>of</strong> <strong>Oncology</strong> Care with Personal<br />

Health Records<br />

By Henry Feldman, MD, and Elizabeth S. Rodriguez, DNP, RN, OCN<br />

Overview: Personal health records (PHRs) and patients’ access<br />

to their own clinical information through a patient portal<br />

are changing the patient-physician relationship. Historically,<br />

health care providers have been gatekeepers <strong>of</strong> patients’<br />

medical records. Now, these portals provide patients access<br />

to clinical information, electronic messaging with the clinical<br />

team, and appointment and billing information. This type <strong>of</strong><br />

access supports patient empowerment by engaging patients<br />

in their own care.<br />

Patients desire online access to information. The health<br />

care industry, like any other, must respond to the needs <strong>of</strong> its<br />

consumers. <strong>Oncology</strong> practices face unique challenges to<br />

meeting this need because <strong>of</strong> the complex nature <strong>of</strong> medical<br />

records <strong>of</strong> patients with cancer . Health care providers worry<br />

about the consequences <strong>of</strong> patients receiving “bad news”<br />

online, thereby increasing patient anxiety. This anxiety may, in<br />

PERSONAL HRs, also referred to as patient portals,<br />

began in 2000 with Beth Israel Deaconess Medical<br />

Center launching PatientSite online, 1 which allowed patients<br />

to view laboratory results, medication lists, imaging<br />

reports, pathology reports, and financial reports, and to send<br />

messages to their health care providers. Early during the<br />

implementation, there was much controversy about whether<br />

patients would be frightened or overwhelmed by the technical<br />

aspects <strong>of</strong> data and whether they would inundate their<br />

providers with questions about the data in their record.<br />

These concerns were most strongly raised by two groups <strong>of</strong><br />

providers: oncologists and psychiatrists. These fears were<br />

not borne out over the 12 years since deployment <strong>of</strong> that<br />

system, and in the intervening years, many large medical<br />

centers and health care systems have developed and deployed<br />

large-scale PHRs. As <strong>of</strong> this writing, tens <strong>of</strong> millions<br />

<strong>of</strong> patients have access to PHRs sharing select clinical data<br />

over the Internet in a secure manner.<br />

As part <strong>of</strong> The <strong>American</strong> Recovery and Reinvestment Act<br />

<strong>of</strong> 2009, the federal government, under the auspices <strong>of</strong><br />

the Department <strong>of</strong> Health and Human Services decided<br />

that the US health care system would benefit from the<br />

increased use <strong>of</strong> electronic health records (EHRs). To ensure<br />

that government funds were allocated for useful progress,<br />

a set <strong>of</strong> phased “meaningful use” guidelines were<br />

enacted by the Centers for Medicare & Medicaid Services<br />

that vendors and health care providers would have to meet,<br />

under the auspices <strong>of</strong> the Office <strong>of</strong> the National Coordinator<br />

for Health Information Technology (ONC-HIT). One <strong>of</strong> these<br />

requirements in phase II is the use <strong>of</strong> PHRs. The required<br />

features <strong>of</strong> PHRs include inpatient and outpatient data that<br />

must be shared. As such, practices must start addressing<br />

these issues in relation to their practice areas, including<br />

oncology.<br />

PHRs and patient portals are rapidly being viewed as a<br />

way to encourage patient empowerment and engage patients<br />

in their own care. Multiple studies have shown poor<br />

retention <strong>of</strong> complex technical information by patients during<br />

<strong>of</strong>fice visits. 2,3 In subspecialty fields, such as oncology,<br />

extremely complex care plans are presented, with many<br />

options and complications, and it is unreasonable to expect<br />

e66<br />

turn, increase providers’ workload by creating additional calls<br />

or visits to the <strong>of</strong>fice.<br />

These valid concerns require careful consideration when<br />

implementing a PHR or patient portal into a practice. Providers<br />

will benefit from a clear understanding <strong>of</strong> actual compared<br />

with potential risks and benefits. Much <strong>of</strong> the concerns about<br />

the negative effect on providers’ workload and the potential<br />

increase in patients’ anxiety have not been borne out. On the<br />

other hand, the implementation strategy, governance structure,<br />

and end-user education are crucial components to ensuring<br />

success.<br />

Successful implementation <strong>of</strong> a PHR or patient portal affords<br />

the opportunity to improve patient satisfaction and<br />

increase efficiency in provider workflow. The possibility exists<br />

to improve patient outcomes by engaging the patient in<br />

decision making and follow through.<br />

any patient to recall everything from an <strong>of</strong>fice or inpatient<br />

visit. These tools can help leverage your time and improve<br />

patient-physician communication. 4,5 However, like any intervention,<br />

these tools have a risk-benefit ratio and side<br />

effects and must be managed carefully.<br />

Governance<br />

One <strong>of</strong> the most difficult issues practices face in implementing<br />

this type <strong>of</strong> project, and particularly one that<br />

crosses many stakeholder areas and needs, is governance.<br />

PHRs involve a particularly complex area <strong>of</strong> governance, as<br />

much <strong>of</strong> the data are regulated by various government<br />

agencies, the data serve multiple purposes, the information<br />

has not traditionally been intended for lay readers, and data<br />

are being shared between content experts (providers) and<br />

lay readers (patients and surrogates) who have different<br />

ideas <strong>of</strong> immediacy, privacy, and explanatory material. All <strong>of</strong><br />

these factors need to be brought to the table in planning and<br />

monitoring the implementation and use <strong>of</strong> a PHR. 6,7 Clearly,<br />

representation by the facility’s stakeholders is crucial; these<br />

stakeholders include the technical staff <strong>of</strong> the practice;<br />

clinical staff, including physicians and nurses; informatics<br />

staff; business operations; and, most importantly, patients.<br />

Practices may also consider addinglegal staff, as PHRs are<br />

becoming more regulated.<br />

This governance structure has several key tasks to initiate<br />

and monitor the project:<br />

● Ensure that all regulatory issues are addressed<br />

● Work with patients and caregivers to determine what<br />

data need to be shared, when, and in what formats<br />

From Beth Israel Deaconess Medical Center, Harvard Medical School, Boston, MA;<br />

Ambulatory Care Services, Department <strong>of</strong> Nursing, Memorial Sloan-Kettering Cancer<br />

Center, New York, NY.<br />

Authors’ disclosures <strong>of</strong> potential conflicts <strong>of</strong> interest are found at the end <strong>of</strong> this article.<br />

Address reprint requests to Henry Feldman, MD, Division <strong>of</strong> <strong>Clinical</strong> Informatics, Beth<br />

Israel Deaconess Medical Center, 1330 Beacon St., Suite 400, Brookline, MA 02446; email:<br />

hfeldman@bidmc.harvard.edu.<br />

© <strong>2012</strong> by <strong>American</strong> <strong>Society</strong> <strong>of</strong> <strong>Clinical</strong> <strong>Oncology</strong>.<br />

1092-9118/10/1-10

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